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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
201	EARNEST Partners Atlanta, Georgia	$96.6M	-$6.27M	2	0.77%	Reduced
202	Prudential plc London, England, United Kingdom	$96.2M	-$2.02M	3	0.43%	Reduced
203	KI Kalmar Investments Greenville, Delaware	$96M	-$42K	1	1.62%	Reduced
204	Nordea Investment Management Stockholm, Sweden	$94.7M	+$11.7M	7	0.44%	Increased
205	British Columbia Investment Management Victoria, British Columbia, Canada	$93.2M	-$4.21M	8	0.79%	Reduced
206	Baillie Gifford & Co Edinburgh, United Kingdom	$91.6M	+$19.8M	4	0.22%	Increased
207	MCI McDonald Capital Investors Orinda, California	$91.6M	+$3.34M	1	12.01%	Increased
208	USAA United Services Automobile Association San Antonio, Texas	$91.2M	-$497K	8	0.35%	Reduced
209	AQR Capital Management Greenwich, Connecticut	$91M	+$7.78M	19	0.27%	Increased
210	Wasatch Advisors Salt Lake City, Utah	$90.2M	-$126K	1	0.87%	Reduced
211	1832 Asset Management Toronto, Ontario, Canada	$89.7M	-$1.62M	6	0.31%	Reduced
212	Federated Hermes Pittsburgh, Pennsylvania	$89.6M	-$11.1M	12	0.3%	Reduced
213	ING Group Amsterdam, Netherlands	$88.4M	-$22.5M	5	0.47%	Reduced
214	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$88.2M	+$7.32M	6	1.06%	Increased
215	CB Chemical Bank Detroit, Michigan	$87.5M	-$6.99M	5	15.75%	Reduced
216	Westwood Holdings Group Dallas, Texas	$86.9M	-$5.2M	3	0.67%	Reduced
217	LI LMCG Investments Boston, Massachusetts	$86.7M	-$4.21M	5	1.92%	Reduced
218	Macquarie Group Sydney, NSW 2000, Australia	$84.4M	-$768K	10	0.15%	Reduced
219	Gateway Investment Advisers Cincinnati, Ohio	$83.9M	-$5.77M	6	0.68%	Reduced
220	QS Investors New York	$83.4M	+$17.2M	7	2.51%	Increased
221	Schroder Investment Management Group London, United Kingdom	$83.2M	-$53.7M	10	0.09%	Reduced
222	HI Honeywell International Charlotte, North Carolina	$82.9M	-$7.68M	2	2%	Reduced
223	BNP Paribas Financial Markets Paris, France	$82.8M	-$7.8M	25	0.06%	Reduced
224	Stifel Financial St. Louis, Missouri	$81.9M	+$78.9M	10	0.78%	New
225	NMM NGP MR Management Dallas, Texas	$81.7M	$0	1	85.17%	Maintained